Original filing (PDF)20251006081725NAL0003144145001

VIVEK U. RAO

Name: VIVEK U. RAO — DR. VIVEK U. RAO EMPLOYEE 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VIVEK U. RAO

Form 5500-SF

FILING_RECEIVED

DR. VIVEK U. RAO EMPLOYEE 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIVEK U. RAO.

Plan sponsor

Name

VIVEK U. RAO

DBA

ADVANCED ALLERGY & ASTHMA CARE

EIN

20-8133362

Address

500 ADAMS AVE., STE 300 · ODESSA, TX · 79761

Phone

(432) 333-3300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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